Alexander Bartos is a financial advisor at Empirical Wealth Management with 16 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Empirical Wealth Management in 2022, Bartos worked at Dimensional Fund Advisors for 12 years. He is also involved with the Laco Fire Department and Lifeguard Operations. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, and retirement-plan consulting. The firm utilizes Modern Portfolio Theory to construct diversified portfolios across multiple asset classes and operates affiliated businesses in real estate, insurance, and estate planning.

Alice Boytz is a financial advisor at Northwest Asset Management with 18 years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at the University of Washington for eight years before joining Northwest Asset Management. Northwest Asset Management serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and institutional clients. The firm’s investment approach emphasizes strategic asset allocation and Modern Portfolio Theory, utilizing diversified ETFs, mutual funds, individual securities, and fixed-income instruments with periodic rebalancing.

Michael Gerke is a Series 65-licensed financial advisor with 25 years of industry experience. He has been with Badgley Phelps Wealth Managers since 2016, including its predecessor entity, and is based in Seattle, WA. Badgley Phelps Wealth Managers offers personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment process combining fundamental equity selection, ETF/model portfolios, fixed income, and liquid alternatives, and provides both discretionary and non-discretionary client relationship management.

Mari Nakata is a CFP® and holds a Series 65 designation with five years of industry experience. She has been with Freestone Capital Management, LLC since 2018. Prior to her current role, she was affiliated with the University of Washington from 2014 to 2018. Freestone Capital Management, LLC is a comprehensive wealth management firm serving approximately 2,900 clients with around $14.5 billion in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and private fund sponsorship, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Tyler Harvey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in Seattle, WA. He has been with Brighton Jones since 2016 in various roles. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services with a balance-sheet, holistic approach that includes discretionary and non-discretionary management, family office services, tax preparation, and access to private investment opportunities.

Abigail Wachter is a financial advisor at Brighton Jones LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, she worked at Deloitte Tax LLP for seven years and has also held roles at Gonzaga Graduate School of Business and Seattle University Albers School of Business & Economics. Brighton Jones serves high-net-worth individuals, families, and various institutional clients with a holistic wealth management approach, offering comprehensive services such as personal CFO programs, discretionary investment management, tax preparation, and access to private investments.

Scott Comfort is a CFP® professional at Threadline Wealth with three years of industry experience. He has previously worked at Moss Adams Wealth Advisors, Stackline, Moss Adams, and Fircrest Golf Club. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a wide range of clients including individuals, families, business owners, and institutional clients. The firm emphasizes diversified, long-term portfolio construction using a core-and-satellite approach and incorporates strategies such as options-based hedging and private fund selections.

Mc Kenzie Granston is a Certified Financial Planner (CFP®) at Freestone Capital Management, LLC with three years of industry experience. Prior to joining Freestone in 2020, Granston held roles at Getty Images, the Bill and Melinda Gates Investments Group, Nordstrom, and the University of Washington. Freestone Capital Management is a wealth management firm serving approximately 2,900 clients with discretionary and non-discretionary portfolio management, financial planning, and private fund offerings. The firm combines internally managed models, third-party sub-advisers, and alternative investments to create diversified portfolios with a focus on downside risk.

George Jarvis is a financial advisor at Waverly Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Pacific Portfolio Consulting, LLC, Amazon Web Services, Outreach Corporation, Washington State University, and Sip Wine Bar. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of investment management and financial planning services, integrating traditional strategies with alternative and private-market allocations.

Matthew Howell is a financial advisor with Brighton Jones LLC in Seattle, WA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Brighton Jones since 2015 across multiple periods, including his current tenure beginning in 2024. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Gunnar Ildhuso III is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Coldstream Wealth Management since 2021, following prior roles at Pacific Portfolio Consulting, LLC and Verus. He serves as a board member of the National Nordic Museum, a private company, dedicating approximately 30 hours annually without compensation. Coldstream Wealth Management is an employee-owned firm that serves affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages diversified portfolios through team-based Wealth Management Teams supported by an internal Investment Strategy Group and offers a broad range of advisory services and access to alternative investment vehicles.

Lee Whittles is a financial advisor with SCS in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Bensler, LLC (doing business as SCS) since 2020 and has also been affiliated with LPL Financial LLC since 2013. Outside of his advisory work, Whittles serves as a paid professional ski patroller with the Mission Ridge Ski Patrol. SCS advises individuals, trusts, corporations, and retirement plans, managing approximately $1.64 billion in discretionary assets across a 27-advisor team. The firm employs a combined tactical, strategic, and dynamic asset allocation approach and offers a range of services including discretionary asset management, financial planning, pension plan advisory, and insurance product sales.

Gregory Headrick is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Northwest Asset Management since 2008. He previously worked at Purshe Kaplan Sterling Investments for 17 years. Outside of his advisory role, Headrick serves as treasurer and trustee on the governing board of a private school in Seattle, contributing to its finance and investment committees. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized investment approach based on Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

Justin Buller is a financial advisor at Empirical Wealth Management in Seattle, WA, with 20 years of industry experience. He holds a Series 65 designation and has worked at Empirical Wealth Management since 2021, following a 22-year tenure at Zevenbergen Capital Investments LLC and a two-year period at Puetz Golf Superstore. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm uses Modern Portfolio Theory to build diversified portfolios across multiple asset classes and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated real estate, insurance, and legal service businesses.

Benjamin Andrew is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Laird Norton Wetherby Wealth Management, LLC, where he has been since 2025. His prior experience includes roles at LNW Wealth Management, LLC, Brighton Jones LLC, and WBC Financial. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite approach, offering integrated services including financial and estate planning and coordination with other advisors.

Shari Burns is a CFA® charterholder and holds a Series 65 license with 34 years of industry experience. She has been with United Capital Financial Advisors since 2012. Based in Seattle, WA, Burns has worked primarily within enterprise-level advisory firms. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client technology, and access to third-party managers.

Angelina Funtanilla is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney spanning over a decade. Outside of her advisory work, she contributes poetry to an online publication affiliated with a fitness and recreational company. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm provides both discretionary and non-discretionary managed accounts, clearing and custodial functions, and operates commodities and prime services businesses.

Alannah Clark is a financial advisor at Coldstream Wealth Management with four years of industry experience. She holds a Series 65 credential and previously worked at Brighton Jones and Mochinut. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, executives, employee benefit plans, and endowments with approximately $12.4 billion in assets under management. The firm employs a team-based investment approach supported by an internal Investment Strategy Group and offers a range of portfolio management, financial planning, and advisory services, including access to alternative investments and affiliated business resources.

David Roberts is a financial advisor with Coldstream Wealth Management in Bellevue, WA, holding a Series 63 license and bringing 37 years of industry experience. He has worked with multiple firms, including Coldstream Securities, Cascadia Capital, RG Investment Advisory, and Rainier Group. Outside of his advisory role, Roberts serves as a business transition consultant for privately held companies under Rainier Group Consulting and holds board positions with several non-investment-related companies. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, and institutions. The firm employs a team-based investment approach, offering diversified portfolios and access to a range of alternative investments, supported by a broad affiliated ecosystem including broker-dealer, insurance, tax, and consulting services.

Catherine Humbert is a CFP® and CFA® with 21 years of experience in financial advising. She has been with United Capital Financial Advisors since 2012. Outside of her advisory role, she serves on the Investment Committee of the YWCA, a nonprofit organization. United Capital Financial Advisors provides national financial planning and investment management services to individuals, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary asset-allocation models and offers portfolio customization, including ESG and faith-based options, supported by internal and external research and a proprietary client technology platform.